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Fidelity MSCI Information Technology Index ETF
FTEC

Overview Fund Activity

371 hedge funds and large institutions have $1.71B invested in Fidelity MSCI Information Technology Index ETF in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 119 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+38
Holders Change %
+11.41%
% of All Funds
5.85%
Holding in Top 10
15
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+87.5%
% of All Funds
0.24%
New
73
Increased
119
Reduced
115
Closed
32
Calls
$1.96M
Puts
$92K
Net Calls
+$1.87M
Net Calls Change
-$1.03M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$437M
2
TIA
Traphagen Investment Advisors
New Jersey
$36.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58.2M
4
VC
Vicus Capital
Pennsylvania
$17.8M
5
FIM
Freedom Investment Management
Connecticut
$12.6M

Top Sellers

1
HIIFS
Harel Insurance Investments & Financial Services
Israel
$0
2
FSC
Full Sail Capital
Oklahoma
$83.3M
3
Wells Fargo
Wells Fargo
California
$9.7M
4
CWG
Cornerstone Wealth Group
North Carolina
$0
5
RCAG
Rehmann Capital Advisory Group
Michigan
$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
176
River Wealth Advisors
Pennsylvania
$593K -$24.4K -187 -4%
HR
177
Hardy Reed
Mississippi
$584K -$35.3K -270 -6%
CW
178
CreativeOne Wealth
Kansas
$582K +$582K +4,453 New
AIP
179
Almanack Investment Partners
Pennsylvania
$576K +$70K +536 +14%
EWA
180
EP Wealth Advisors
California
$572K +$572K +5,795 New
Corient Private Wealth
181
Corient Private Wealth
Florida
$565K +$69.4K +531 +14%
T. Rowe Price Associates
182
T. Rowe Price Associates
Maryland
$563K – – –
MA
183
Mutual Advisors
Nebraska
$559K -$133K -1,015 -19%
Franklin Resources
184
Franklin Resources
California
$550K – – –
SOS
185
Silver Oak Securities
Tennessee
$524K +$8.48K +65 +2%
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$500K +$500K +3,824 New
PCS
187
Personal CFO Solutions
New Jersey
$492K +$54.1K +414 +12%
SVWAG
188
Sound View Wealth Advisors Group
Georgia
$477K +$176K +1,350 +59%
AF
189
Advisornet Financial
Minnesota
$458K +$3.01K +23 +0.7%
PCIA
190
Prime Capital Investment Advisors
Kansas
$456K +$456K +3,489 New
AWM
191
Apollon Wealth Management
South Carolina
$450K +$450K +3,443 New
AWE
192
Avidian Wealth Enterprises
Texas
$442K – – –
RPGK
193
Retirement Planning Group (Kansas)
Kansas
$436K – – –
UCFA
194
United Capital Financial Advisors
Texas
$434K -$48.9K -374 -10%
VA
195
Valmark Advisers
Ohio
$428K -$60.4K -462 -12%
MWM
196
Meridian Wealth Management
Kentucky
$423K +$653 +5 +0.2%
EFS
197
Essex Financial Services
Connecticut
$422K +$422K +3,233 New
MWM
198
Mission Wealth Management
California
$420K -$21K -161 -5%
RF
199
RHS Financial
California
$420K -$15K -115 -3%
MHB
200
Midwest Heritage Bank
Iowa
$416K -$22.6K -173 -5%
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